Creative Financial Designs Inc Schwab Fundamental U S Broad M Transaction History
Creative Financial Designs Inc
- $1.2 Billion
- Q4 2024
A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Creative Financial Designs Inc holds 231 shares of FNDB stock, worth $5,583. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 77
200.0%
Holding current value
$5,583
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
10.2MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$39.7 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$32.7 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$16.1 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA519KShares$12.5 Million2.48% of portfolio